TRANSPARENT SERVICE PACKAGES
Professional support.Clear starting prices. Choose the package closest to your needs. Final scope and price are confirmed after intake review, before paid work begins. Before you choose Starting prices are not blank checks in a tuxedo. Your written scope will separate EGO SUM DM7 professional fees from government, tax, filing, travel, technology and other third-party costs.
01 SERVICE CATEGORY
Tax Preparation Packages Tax Preparation Essential Tax Starting at $175 Best for individuals with straightforward income.
Federal individual tax return One W-2 Standard deduction Electronic filing Filing-status confirmation Federal acceptance confirmation Secure digital copy Additional state return: $100
Choose this package → Tax Preparation Family Tax Starting at $275 Best for working families and taxpayers claiming dependents.
Federal individual tax return Up to three W-2s Dependents and qualifying tax credits One state return Electronic filing Secure document delivery Tax summary and next-year checklist Choose this package → Tax Preparation Self-Employed Tax Starting at $475 Best for independent contractors, gig workers and sole proprietors.
Federal individual tax return Schedule C business reporting Income and expense review One state return Electronic filing Estimated-tax calculation Tax-planning recommendations Bookkeeping cleanup is priced separately.
Choose this package → Tax Preparation Business Tax Starting at $675 Best for partnerships, S corporations and C corporations.
Federal business return One state return Financial-record review Electronic filing Owner or shareholder reporting forms Filing confirmation Year-end tax summary Complex returns and bookkeeping cleanup require a custom quote.
Choose this package → 02 SERVICE CATEGORY
Payroll Packages A one-time onboarding charge of $149 applies to new payroll accounts. Payroll Payroll Starter $49/month + $6 per employee Designed for businesses with 1–5 employees.
Wage and tax calculations Direct deposit Digital pay statements Federal payroll-tax filings One-state payroll filing New-hire reporting Quarterly payroll reports Example for five employees: $79 per month
Choose this package → RECOMMENDED Payroll Payroll Growth $89/month + $8 per employee Designed for businesses with 6–20 employees.
Everything in Payroll Starter Paid-time-off tracking Garnishment administration Multiple departments Payroll reminders Priority assistance Detailed employer reports Example for ten employees: $169 per month
Choose this package → Payroll Payroll Complete Starting at $150/month + $10 per employee Designed for larger, multi-state or complicated payroll operations.
Everything in Payroll Growth Multi-state payroll coordination Workers’ compensation coordination Customized reporting Payroll correction support Dedicated payroll specialist Compliance monitoring Employer taxes and other pass-through costs are separate.
Choose this package → 03 SERVICE CATEGORY
Notary Packages Notary Office Notary $10 per notarial act Scheduled in-office appointment Identification review Notarial act Completion receipt Secure appointment record Choose this package → Notary Mobile Notary Starting at $45 One notarial act: $10 Local travel fee: $35 Appointment confirmation Identification checklist Completion receipt Additional acts: $10 each · Same-day: +$25 · Evening: +$35 · Weekend: +$50
Choose this package → Notary Online Notary Starting at $35 One remote online notarial act: $25 Technology/session fee: $10 Online identity-verification process Electronic appointment confirmation Additional online acts: $25 each
Choose this package → Notary Loan Signing Package $125 Printing of standard loan package Travel within the local service area Signing appointment Notarial acts required for the package Document review for completeness Scan-back service when required Return-shipping preparation Extended travel, oversized packages and rush assignments may cost extra.
Choose this package → 05 SERVICE CATEGORY
Bookkeeping Packages Bookkeeping Bookkeeping Essential $199/month Up to 100 monthly transactions One bank account One credit-card account Monthly reconciliation Profit-and-loss statement Balance sheet Secure report delivery Choose this package → RECOMMENDED Bookkeeping Bookkeeping Professional $349/month Up to 250 monthly transactions Up to four financial accounts Monthly reconciliations Profit-and-loss statement Balance sheet General-ledger review Monthly financial summary Priority document requests Choose this package → Bookkeeping Bookkeeping Complete $599/month Up to 500 monthly transactions Up to eight financial accounts Everything in Professional Accounts-receivable monitoring Accounts-payable monitoring Cash-flow summary Quarterly financial consultation Priority support Bookkeeping cleanup starts at $300 per month requiring correction.
Choose this package → 06 SERVICE CATEGORY
Business Compliance Packages Business Compliance Annual Compliance $249/year + government fees Annual-report reminder Information review Annual-report preparation State filing submission Filing confirmation Updated compliance calendar Secure receipt delivery Florida LLC: $249 service fee + $138.75 annual-report fee = $387.75 total
Choose this package → RECOMMENDED Business Compliance Compliance Plus $399/year + government fees Everything in Annual Compliance Registered-agent service Quarterly compliance reminders Business-record review License-renewal checklist One amendment consultation Priority support Choose this package → 07 SERVICE CATEGORY
New Business Bundle RECOMMENDED New Business Bundle DM7 Entrepreneur Package $1,299 + state fees The strongest all-in-one launch offer.
Premium Business Complete formation EIN application assistance Operating Agreement or bylaws Organizational resolutions Banking-resolution letter Sales-tax registration Employer-account registration Payroll onboarding First month of Payroll Starter Three months of Bookkeeping Essential Compliance calendar First-year registered-agent service One business consultation Digital company-records vault Florida LLC starting estimate: $1,299 package + $125 formation fee = $1,424
Choose this package → IMPORTANT TERMS
Recommended package rules Clear rules protect the client and the company. Every accepted engagement receives a written scope. 01 Government fees, taxes and third-party charges are separate. 02 Formation work begins after full payment of filing costs. 03 Tax prices are starting prices and are finalized after intake review. 04 Monthly plans require automatic recurring payment. 05 Rush services carry an additional $75–$250 charge. 06 Completed services and submitted government fees are nonrefundable. 07 EGO SUM DM7 provides administrative and professional services—not legal advice. SECURE PAYMENT OPTIONS Pay in the way that fits the engagement. Payment methods are offered according to the service, invoice amount, customer eligibility and processor availability.
PROCESSOR CONNECTION PENDING CARD Credit & debit cards Visa, Mastercard, American Express and Discover
WALLET Apple Pay & Google Pay Fast wallet checkout on eligible devices
PAYPAL PayPal PayPal balance, linked bank account or eligible card
VENMO Venmo Available to eligible U.S. customers and devices
CASH APP Cash App Pay Wallet balance or linked debit card, when eligible
BANK ACH bank payment For eligible invoices and approved recurring plans
OPTIONAL BIWEEKLY INSTALLMENT PLAN A written payment schedule—never a mystery balance. Eligible purchases may be divided into payments due every two weeks. If interest or another finance charge applies, EGO SUM DM7 will provide the complete written terms before the customer accepts the plan.
Purchase price The cash price before financing Down payment The amount due before access or work begins APR & finance charge The annual percentage rate and total dollar cost of credit Payment schedule Exact biweekly amount, number of payments and due dates Total of payments The full amount paid if every payment is made as scheduled Approval & cancellation Eligibility, late policy, refund treatment and default terms in writing No automatic enrollment A customer must review and affirmatively accept the installment agreement. No interest rate, payment amount or approval is promised until the software price and written financing terms are finalized.
NOT SURE WHICH PACKAGE FITS?
Begin with the intake. Confirm the scope before you pay. 
EGO SUMDM7